See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,761 | $53,822+42.6% | $75,696+1.4% | $85,850-10.6% |
| Participation rate | 78.8% | 69.1%+9.7pp | 74.8%+4.0pp | 69.3%+9.5pp |
| Annual return | 16.44% | 24.54%-8.1pp | 104.53%-88.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,786 | $2,895-3.8% | $3,821-27.1% | $3,952-29.5% |
| Admin fee / account holder | $9,055 | $3,343+170.9% | $3,619+150.2% | $6,260+44.6% |